Academia Nationwide Tax Experts

Learn it. Practice it. Level up.

Fun, step-by-step training for tax pros: tax prep, sales, client calls and growing your tax business.

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Meet Jazzy

Your Academy guide

Watch this 45-second welcome to see how the Academy works.

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Learn in 5 short steps
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5 ways to grow

40 courses plus a software video library, built for tax offices that work with Nationwide.

Tax Preparation

12 courses, from the basics to quality review.

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Sales & Clients

10 courses to win and keep more clients.

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Entrenador de llamadas con IA

6 courses. Practice real client calls.

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Business Launch & Growth

12 courses to start and scale your office.

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Software Videos

Short how-to videos for the tax software.

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Every lesson, 5 steps

How every lesson works

Watch

Short video lesson.

Read

Quick, visual notes.

Simulation Lab

Practice on real-world cases.

Self-Evaluation

Check what you learned.

Level Up

Move to the next lesson.

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Start today

Jump into a track, or pick a full program.

Tax Preparation

Start with TAX-101 and build up lesson by lesson.

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Ventas y captación de clientes

Win and keep more clients, one skill at a time.

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Lanzamiento y crecimiento de su negocio de impuestos

Start, run and grow your tax office.

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Software Training Videos

28 short how-to videos for the tax software.

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Full Programs

Prefer one complete program? 5 programs, 12 modules each.

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40 CoursesAcross four tracks

5 Training AreasFrom basics to business

28 Software VideosStep-by-step walkthroughs

Learn. Build. Grow.At your own pace

Training areas

Pick your track

Tax Preparation

12 courses: from the basics to quality review.

Ventas y captación de clientes

10 courses on winning and keeping clients.

Entrenador de llamadas con IA

6 courses: practice real client calls with AI.

Lanzamiento y crecimiento de su negocio de impuestos

12 courses to start and scale your office.

Software Training Videos

28 videos on Nationwide’s tax software.

12 courses

Tax Preparation

Scenarios + simulator case + scored quiz
Open the Simulation Lab

TAX-101Introduction to the Tax Preparation IndustryMap a client engagement from intake to filingStart →

TAX-102Tax Ethics & Professional ResponsibilitySpot the ethics problem in 5 scenariosStart →

TAX-103Tax Preparer Credentials & ComplianceBuild your registration & compliance checklistStart →

TAX-104Filing Status & DependentsInterview a fictional familyStart →

TAX-105Income & Wage ReportingSort mock W-2s and 1099sStart →

TAX-106Tax Deductions & CreditsReview a family credit worksheetStart →

TAX-107Tax Refunds & Bank ProductsExplain a refund timeline, no guaranteesStart →

TAX-108Applying for a PTINWalk through a simulated PTIN applicationStart →

TAX-109Understanding Federal Tax FormsMatch documents to return linesStart →

TAX-110IRS Due Diligence & Form 8867Run a due-diligence interviewIn development

TAX-111Self-Employment & Schedule CClassify business receipts and expensesIn development

TAX-112Advanced Tax Preparation & Quality ReviewPrepare and peer-review a complex returnIn development

10 courses

Ventas y captación de clientes

Role-play + scored quiz

SAL-101Nationwide Sales FoundationsOutline a discovery-to-follow-up processIn development

SAL-102The Professional Sales MindsetCreate your improvement planIn development

SAL-103Building Client ConnectionsPractice an opening client conversationPróximamente

SAL-104Understanding Client RejectionsAnalyze 5 rejection scenariosPróximamente

SAL-105Client Needs AssessmentComplete a discovery worksheetPróximamente

SAL-106Explaining Tax Services & ValueDeliver a clear services overviewPróximamente

SAL-107Guiding Clients to a DecisionRun a practice consultation closePróximamente

SAL-108Handling Objections & Building TrustHandle objections in a scored role-playPróximamente

SAL-109Following Up & Closing the LoopBuild a two-week follow-up sequencePróximamente

SAL-110Customer Retention & ReferralsDesign a client retention planIn development

6 courses

Entrenador de llamadas con IA

Rubric-scored AI call + feedback

AIC-101Introduction to AI Call CoachingComplete your first AI practice callIn development

AIC-102Professional Client GreetingsPractice a client greetingIn development

AIC-103Client Intake InterviewsConduct an intake callIn development

AIC-104Handling Difficult Client ConversationsCalm a frustrated callerIn development

AIC-105Explaining Refunds, Fees & ExpectationsExplain fees and refund timingIn development

AIC-106Nationwide Partner Recruitment CallsPractice a partner recruitment callIn development

12 courses

Lanzamiento y crecimiento de su negocio de impuestos

Real business document + knowledge check

BUS-101Starting Your Own Tax BusinessPick your model and ideal clientPróximamente

BUS-102Business Formation & RegistrationCreate a formation checklistPróximamente

BUS-103IRS Registration & E-File ReadinessMap your PTIN / EFIN pathwayPróximamente

BUS-104Writing Your Tax Business PlanDraft your business planPróximamente

BUS-105Startup Budgets & Financial PlanningBuild a start-up budget and break-evenPróximamente

BUS-106Why Partner With Nationwide Tax Experts?Complete a partner decision worksheetPróximamente

BUS-107Tax Office Policies & ProceduresDraft intake and office SOPsPróximamente

BUS-108Recruiting Tax Preparers & AgentsWrite a job post and interview scorecardPróximamente

BUS-109Training & Managing Your TeamBuild an onboarding checklistPróximamente

BUS-110Branding, Marketing & Client AcquisitionPlan a 30-day marketing calendarPróximamente

BUS-111Compliance, Security & Risk ManagementOutline your WISP and risk checklistPróximamente

BUS-112Launching & Scaling Your Tax BusinessPresent your 90-day launch planPróximamente

Available now

Prefer one complete program?

These longer programs cover several topics in one course, 12 modules each.

Comprehensive Tax Course

Full individual returns, start to finish.

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Beginner Tax Prep Foundations

New to taxes? Start here.

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ERO Launch Program

Open your first tax office.

Próximamente

ERO Growth Program

Grow an established office.

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From Preparer to Office Owner

Go from preparer to owner.

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Ready to take the next step?

A quick call is all it takes. Jazzy will see you there!

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